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Public Service Enterprise Group

1,243 hedge funds and large institutions have $31.6B invested in Public Service Enterprise Group in 2024 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 466 increasing their positions, 393 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

395% more call options, than puts

Call options by funds: $217M | Put options by funds: $43.8M

123% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 80

19% more repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 393

6% more funds holding

Funds holding: 1,1711,243 (+72)

0.11% more ownership

Funds ownership: 74.9%75.01% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

5% less capital invested

Capital invested by funds: $33.3B → $31.6B (-$1.69B)

Holders
1,243
Holders Change
+72
Holders Change %
+6.15%
% of All Funds
16.37%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
178
Increased
466
Reduced
393
Closed
80
Calls
$217M
Puts
$43.8M
Net Calls
+$173M
Net Calls Change
-$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MYLI
501
Meiji Yasuda Life Insurance
Japan
$963K -$416K -4,700 -29%
BLAM
502
Bourne Lent Asset Management
New York
$963K -$28.8K -325 -3%
BC
503
Bowman & Company
Wisconsin
$960K +$53.9K +609 +6%
AF
504
Allworth Financial
California
$957K +$488K +5,509 +103%
MIM
505
Merrion Investment Management
New Jersey
$955K
ECA
506
Elevated Capital Advisors
Utah
$953K -$34.4K -389 -3%
CP
507
Cornerstone Planning
North Carolina
$952K +$997K +11,266 New
IWA
508
IVC Wealth Advisors
Pennsylvania
$951K -$14.4K -163 -1%
SFI
509
SPC Financial Inc
Maryland
$946K +$27.1K +306 +3%
WF
510
Welch & Forbes
Massachusetts
$944K +$625K +7,058 +172%
CPG
511
Cornerstone Planning Group
New Jersey
$943K +$6.73K +76 +0.7%
GT
512
Greenleaf Trust
Michigan
$941K +$66.3K +749 +7%
LHC
513
Little House Capital
Massachusetts
$935K +$266 +3 +0%
FGA
514
Fortis Group Advisors
New Jersey
$931K -$11.5K -130 -1%
JIC
515
Johnson Investment Counsel
Ohio
$925K +$20.4K +230 +2%
SOAMC
516
Spirit of America Management Corp
New York
$917K +$44.3K +500 +5%
GVAG
517
Great Valley Advisor Group
Delaware
$916K -$28.8K -325 -3%
WIC
518
Woodmont Investment Counsel
Tennessee
$914K +$2.48K +28 +0.3%
Kovitz Investment Group Partners
519
Kovitz Investment Group Partners
Illinois
$913K +$209K +2,362 +28%
BOPW
520
Brandywine Oak Private Wealth
Pennsylvania
$911K
MFG
521
Merit Financial Group
Georgia
$908K +$247K +2,787 +35%
PGAM
522
Princeton Global Asset Management
New Jersey
$905K -$265K -2,993 -22%
CF
523
Copperwynd Financial
Arizona
$905K +$12.8K +145 +1%
SWP
524
Stratos Wealth Partners
Ohio
$901K -$189K -2,130 -17%
WSFS
525
Wilmington Savings Fund Society
Delaware
$896K +$37K +418 +4%

PEG Hedge Fund Activity: Q4 2024 in Review

1,243 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2024, worth a combined $31.6B — down 5.1% from $33.3B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new PEG positions and 80 closed out — a net gain of 98 holders — while 466 added to existing stakes and 393 trimmed.

The largest buyer was Jennison Associates, adding an estimated $167M. The largest seller was JP Morgan Chase, cutting an estimated $269M.

  • 1,243 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2024, up from 1,171 in Q3 2024.
  • Funds reported $31.6B of Public Service Enterprise Group stock for Q4 2024, down 5.1% quarter-over-quarter.
  • 178 funds opened new Public Service Enterprise Group positions in Q4 2024 and 80 closed out, a net change of +98 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2024 was Jennison Associates, an estimated $167M added.
  • The largest Public Service Enterprise Group seller in Q4 2024 was JP Morgan Chase, an estimated $269M sold.

Based on aggregated 13F filings for Q4 2024.